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Shufro Rose & Co’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Shufro Rose & Co’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.64M Sell
24,519
-378
-2% -$51.9K 0.21% 59
2026
Q1 		$3.09M Buy
24,897
+620
+3% +$78.8K 0.21% 63
2025
Q4 		$2.92M Buy
24,277
+3,608
+17% +$431K 0.2% 63
2025
Q3 		$2.16M Sell
20,669
-176
-0.8% -$20.2K 0.18% 72
2025
Q2 		$2.18M Sell
20,845
-16
-0.1% -$1.65K 0.18% 72
2025
Q1 		$2.18M Sell
20,861
-3,383
-14% -$382K 0.17% 72
2024
Q4 		$2.79M Buy
24,244
+1,924
+9% +$230K 0.22% 64
2024
Q3 		$2.38M Hold
22,320
– – 0.19% 71
2024
Q2 		$2.38M Buy
22,320
+1,459
+7% +$156K 0.19% 71
2024
Q1 		$2.31M Buy
+20,861
New +$2.22M 0.19% 68
2021
Q1 		– Sell
-3,938
Closed -$362K – 315
2020
Q4 		$362K Buy
3,938
+4
+0.1% +$329 0.03% 188
2020
Q3 		$276K Sell
3,934
-262
-6% -$18.8K 0.03% 217
2020
Q2 		$287K Buy
4,196
+71
+2% +$4.48K 0.03% 209
2020
Q1 		$231K Sell
4,125
-296
-7% -$22K 0.03% 228
2019
Q4 		$371K Buy
4,421
+546
+14% +$43.9K 0.03% 204
2019
Q3 		$302K Buy
3,875
+300
+8% +$23.2K 0.03% 223
2019
Q2 		$280K Buy
3,575
+575
+19% +$44.6K 0.03% 229
2019
Q1 		$231K Sell
3,000
-3,664
-55% -$281K 0.02% 249
2018
Q4 		$462K Hold
6,664
– – 0.05% 163
2018
Q3 		$581K Hold
6,664
– – 0.05% 164
2018
Q2 		$556K Hold
6,664
– – 0.05% 161
2018
Q1 		$513K Hold
6,664
– – 0.05% 163
2017
Q4 		$512K Buy
6,664
+400
+6% +$30.2K 0.05% 159
2017
Q3 		$465K Hold
6,264
– – 0.05% 169
2017
Q2 		$439K Hold
6,264
– – 0.05% 161
2017
Q1 		$433K Hold
6,264
– – 0.05% 166
2016
Q4 		$431K Hold
6,264
– – 0.05% 166
2016
Q3 		$389K Hold
6,264
– – 0.04% 177
2016
Q2 		$364K Buy
6,264
+20
+0.3% +$1.14K 0.04% 178
2016
Q1 		$351K Buy
+6,244
New +$326K 0.04% 187

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Shufro Rose & Co's IJR Position: Q2 2026 in Review

Shufro Rose & Co reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.5% in Q2 2026, selling an estimated $51.9K and leaving 24,519 shares worth $3.64M. The position accounts for 0.21% of the portfolio, ranked #59.

Shufro Rose & Co first reported a position in IJR in Q1 2016 and has held it in 30 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Shufro Rose & Co held 24,519 shares of iShares Core S&P Small-Cap ETF worth $3.64M as of Q2 2026.
  • Shufro Rose & Co sold 378 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $51.9K.
  • iShares Core S&P Small-Cap ETF made up 0.21% of Shufro Rose & Co's portfolio in Q2 2026, its #59 holding.
  • Shufro Rose & Co first reported a position in iShares Core S&P Small-Cap ETF in Q1 2016 and has held it in 30 quarters since.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.